EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.73M
3
+$4.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.42M
5
LVS icon
Las Vegas Sands
LVS
+$4.01M

Top Sells

1
+$4.15M
2
+$4.09M
3
+$3.3M
4
FFIV icon
F5
FFIV
+$3.2M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.98M

Sector Composition

1 Technology 17.1%
2 Healthcare 12.92%
3 Financials 11.5%
4 Energy 10.69%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$21K ﹤0.01%
500
727
$21K ﹤0.01%
1,000
728
$21K ﹤0.01%
165
729
$21K ﹤0.01%
700
-1,000
730
$21K ﹤0.01%
1,505
731
$21K ﹤0.01%
650
732
$21K ﹤0.01%
450
733
$21K ﹤0.01%
106
734
$21K ﹤0.01%
100
735
$21K ﹤0.01%
8
736
$21K ﹤0.01%
1,500
737
$20K ﹤0.01%
750
738
$20K ﹤0.01%
400
-125
739
$20K ﹤0.01%
241
740
$20K ﹤0.01%
1,000
741
$20K ﹤0.01%
500
742
$19K ﹤0.01%
435
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743
$19K ﹤0.01%
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744
$19K ﹤0.01%
525
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745
$19K ﹤0.01%
300
746
$19K ﹤0.01%
+450
747
$19K ﹤0.01%
800
748
$19K ﹤0.01%
2,235
-1,041
749
$19K ﹤0.01%
125
750
$19K ﹤0.01%
800
-200
28 29
30
31 32